reports
- Jonathan Chaplin
EchoStar Certified More Licenses
Over the past week, EchoStar has filed numerous new buildout reports at the FCC, increasing the number of licenses that will be preserved if the buildout deadline reverts to June 2025. In this brief note, we analyze the reports to determine the amount of additional license value that has been protected, and the value still at risk.
- Jonathan Chaplin
EchoStar Defaulting on Interest Payment
EchoStar released an 8-K this morning stating that it has elected not to make an interest payment due today. They have a 30-day grace period before this becomes an event of default. They hope to get relief from the FCC in that time. Our quick thoughts in this very brief note.
- Jonathan Chaplin
AT&T: what exactly are they buying from Lumen
This report leverages Broadband Insights to explore the markets where AT&T is buying fiber, including market demographics, the future upgrade opportunity, Cable companies at risk, and overbuilders at risk. We also distinguish the infrastructure that AT&T is buying in these markets from what they lease under IRUs and what they wholesale. Finally, we show our forecast for customers and penetration.
Verizon Dominates Indy 500 Data Connectivity
Verizon Dominates Indy 500 Data Connectivity Verizon sees more data usage on race day than any other U.S. event in 2025 INDIANAPOLIS, May 29, 2025 (GLOBE NEWSWIRE) -- The 2025 Indianapolis 500 race set a new milestone for data usage and connection at the Indianapolis Motor Speedway on the Verizon network. In just one day, inside the Indianapolis Motor Speedway, a total of 172 terabytes (TB) of data was used on the Verizon network, more than we’ve ever seen on the network at this race and one of the highest data usage events Verizon has ever recorded. “Connecting a city’s worth of fans ...
Verizon to speak at Bernstein conference May 29
Verizon to speak at Bernstein conference May 29 NEW YORK, May 27, 2025 (GLOBE NEWSWIRE) -- Sowmyanarayan Sampath, executive vice president for Verizon (NYSE, Nasdaq: VZ), and CEO for Verizon Consumer, is scheduled to speak at the Bernstein Strategic Decisions Conference on Thursday, May 29, at 8:00 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . For details on Verizon's most recent financial results, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, d...
- Pierre FerraguÊ
CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
9984 SOFTBANK GROUP CORP.
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
AAPL MOBILEYE NV
IBM APPLE INC.
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
9434 SOFTBANK CORP.
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
AAPL US APPLE INC
Verizon to speak at Cowen TMT Conference May 28
Verizon to speak at Cowen TMT Conference May 28 NEW YORK, May 23, 2025 (GLOBE NEWSWIRE) -- Frank Boulben, senior vice president and chief revenue officer for the Consumer Group of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Cowen Technology, Media & Telecom Conference on Wednesday, May 28, at 10:15 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . For details on Verizon's most recent financial results, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, wor...
Verizon reports preliminary results of shareholder vote at 2025 annual...
Verizon reports preliminary results of shareholder vote at 2025 annual meeting BASKING RIDGE, N.J., May 22, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) has announced preliminary results of the shareholder vote at its annual meeting, which was held today in a virtual-only format. Verizon’s shareholders elected each of Verizon’s 10 directors to a one-year term. Shareholders also voted in favor of two management proposals: Approved the compensation of the company’s named executive officers as described in the 2025 proxy statement; andRatified the appointment of ...
- Jonathan Chaplin
A closer look at Cox footprint
We’ve been getting questions from clients about competitive dynamics in Cox’s markets after Charter announced its acquisition. In this note, we use Broadband Insights to explore the fiber competition in Cox’s markets today and in the future, who the largest competitors are, and market demographics.
El nuevo motorola razr: estilo icónico, IA de moto y ahorros exclusivo...
El nuevo motorola razr: estilo icónico, IA de moto y ahorros exclusivos de Verizon Obtén una garantía de precio fijo en cualquier myPlan y recibe un motorola razr por nuestra cuenta con cualquier intercambio y myPlan [La gran noticia] NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- El nuevo motorola razr llega a Verizon y es más inteligente, más elegante y más icónico que nunca. El moto IA integrada hace más por ti: organiza notas, crea listas de reproducción y te ayuda a encontrar información rápidamente. A partir del 22 de mayo, el teléfono estará disponible en los colores PANTONE Gibral...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jonathan Chaplin
LUMN / AT&T: quick thoughts on fiber transaction
We provide quick thoughts on deal terms, the structure, the pending JV, and implications for Lumen, AT&T, the other wireless operators, and the Cable operators in this note. We have lots more work to do on this transaction in the coming weeks. AT&T is a big winner, in our view. This transaction supports our Buy recommendation (though we don’t expect to get paid on this thesis tomorrow).
- Blair Levin
What Does VZ/FYBR Tell Us About Convergence Deal Reviews?
As expected, the FCC approved the VZ/FYBR deal once VZ filed a letter disavowing its DEI programs. But the FCC also provided clarification about a critical issue that will be central to deals involving both wireless and wired assets. In this note, we describe what the FCC did and how it might affect future reviews.
Encuesta sobre el estado de pequeñas empresas 2025: Crece la demanda d...
Encuesta sobre el estado de pequeñas empresas 2025: Crece la demanda de IA, ciberseguridad y redes sociales Los datos de Verizon Business revelan que las pequeñas empresas están ampliando sus habilidades tecnológicas y utilizando la IA para todo, desde estrategias de redes sociales hasta reclutamiento laboral Lo que debes saber: Casi la mitad (47%) de las pequeñas empresas actualizaron sus soluciones de ciberseguridad para proteger aún más su negocio. Más de un tercio (38%) utilizan activamente IA en múltiples funciones comerciales, como análisis de datos, marketing y atención al cliente....
2025 State of Small Business Survey: Surge in AI, cybersecurity and so...
2025 State of Small Business Survey: Surge in AI, cybersecurity and social media demand Verizon Business data reveals SMBs expanding tech skills and leveraging AI for everything from social media strategies to workplace hiring What you need to know: Nearly half (47%) of SMBs updated their cybersecurity solutions to further protect their business. More than a third (38%) are actively using AI across multiple business functions, such as data analysis, marketing and customer service.Over 56% of SMBs believe AI can help address issues with employee management and overall employee headcount.3 ...
- Pierre FerraguÊ
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
- Jonathan Chaplin
CHTR / Cox: thoughts following the call and detailed deal analysis
We published an initial take yesterday. Blair published his report on regulatory risks to the deal. In this report, we provide quick estimates for synergies, a pro forma model, thoughts on leverage and share repurchases, accretion / dilution, and valuation.
- Blair Levin
- Jonathan Chaplin
Verizon announces a $5B commitment to continue investing in America an...
Verizon announces a $5B commitment to continue investing in America and supporting small businesses What you need to know: Verizon announces a substantial $5 billion commitment over the next five years with the launch of a new Small Business Supplier Accelerator.Verizon Small Business Digital Ready launched a new grant cycle where eligible small businesses can apply for $10,000 grants (open until June 30, 2025). NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Verizon today announced a commitment to invest $5 billion over the next five years in US small business suppliers with the launch...
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